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Community + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM contacts to Community as members via phone number

Effortlessly keep your Community members up-to-date by connecting your Microsoft Dynamics 365 CRM to the Community app. With this workflow, every time you add a new contact in Microsoft Dynamics 365 CRM, it will automatically add them as a member to your Community using their phone number. Save time and ensure seamless communication with your community members by optimizing this simple yet efficient integration.

Effortlessly keep your Community members up-to-date by connecting your Microsoft Dynamics 365 CRM to the Community app. With this workflow, every time you add a new contact in Microsoft Dynamics 365 CRM, it will automatically add them as a member to your Community using their phone number. Save time and ensure seamless communication with your community members by optimizing this simple yet efficient integration.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    CommunityCommunity
    Add Member to a Community via Phone Number

    Add Member to a Community via Phone Number

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Community

Community is a platform for SMS with Enterprise-grade power and everyday easy of use. Grow your list, send personalized messages, and enrich your Zero Party Data with ease and trust.
Learn moreHelp

Related categories

  • Communication
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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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